As firms spend greater time thinking about the entire client life cycle, we wanted to share a quick ten question assessment to gauge your readiness to address the end-to-end client experience journey. This area of emphasis is a key differentiator for all firms who are exploring value creation enhancements to their overall go-to-market strategy.
About CEI Team Mktg
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Entries by CEI Team Mktg
Check out these informational videos that were recorded during a recent Advisor of the Future workshop (click here).
Co-founders Judy Bodenhamer and Marc Rosen will be presenting to a national audience of firms affiliated with Allinial Global and Leading Edge Alliance during the months of May and June. The topics being shared with the attendees include: How to create an end-to-end client experience Succession Planning relating to both partners and core accounts Adopting […]
January 23-25, 2019. Judy Bodenhamer and Marc Rosen were honored to be speakers at the Winning is Everything (WiE) conference. The workshop was on the Advisor of the Future. For nearly 20 years, WiE has been a venue for partners and leaders to come together, brainstorm, and inspire one another. It isn’t enough anymore for […]
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Client Experience Institute™
Client Experience Institute™ is an advisory firm specializing in serving organizations who are all about delivering more value, more knowledge, and more results to their respective stakeholders. We work with like-minded professionals who are willing to think differently about how value is created, delivered and sustained.
Email: [email protected]
Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131